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iShares Russell 1000 Value ETF
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Overview Fund Activity

859 hedge funds and large institutions have $27.4B invested in iShares Russell 1000 Value ETF in 2018 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 290 increasing their positions, 294 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
859
Holders Change
+18
Holders Change %
+2.14%
% of All Funds
19.67%
Holding in Top 10
94
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.08%
% of All Funds
2.15%
New
73
Increased
290
Reduced
294
Closed
49
Calls
$29.6M
Puts
$39.2M
Net Calls
-$9.64M
Net Calls Change
+$25.8M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.17B
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$115M
3
Bank of America
Bank of America
North Carolina
+$104M
4
Morgan Stanley
Morgan Stanley
New York
+$67.2M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$40.4M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
-$189M
2
TF
TIAA FSB
Florida
-$169M
3
FCI
Financial Counselors Inc
Kansas
-$131M
4
TA
Teachers Advisors
New York
-$79.9M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$57M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFSCE
576
Enterprise Financial Services Corp (EFSC)
Missouri
$386K -$109K -862 -22%
IB
577
Intrust Bank
Kansas
$386K – – –
BFS
578
Bradley Foster & Sargent
Connecticut
$382K -$41.3K -326 -10%
WA
579
Wealth Architects
California
$381K +$58.4K +461 +18%
JC
580
Jentner Corp
Ohio
$380K -$91K -718 -19%
OTC
581
Opera Trading Capital
France
$380K – – –
PP
582
Palladium Partners
Virginia
$377K – – –
CG
583
Caprock Group
Idaho
$374K +$1.15K +9 +0.3%
BTNA
584
Bremer Trust National Association
Minnesota
$373K -$6.32K -50 -2%
RBC
585
Roble Belko & Company
Pennsylvania
$373K – – –
BSA
586
Braun Stacey Associates
New York
$372K -$3.55K -28 -0.9%
Capital Fund Management (CFM)
587
Capital Fund Management (CFM)
France
$372K +$372K +2,941 New
LF
588
Lee Financial
Texas
$371K – – –
VIA
589
Vantage Investment Advisors
Pennsylvania
$365K -$105K -832 -22%
RFM
590
Royal Fund Management
Florida
$365K -$13.8K -109 -4%
CC
591
Cassaday & Co
Virginia
$362K +$17.2K +136 +5%
MOS
592
MGO One Seven
Ohio
$361K +$361K +2,857 New
BA
593
Ballew Advisors
Mississippi
$360K -$11.7K -100 -3%
CWM
594
Calamos Wealth Management
Illinois
$360K +$360K +2,843 New
CAC
595
Certified Advisory Corp
Florida
$359K +$57.2K +452 +19%
WP
596
WealthShield Partners
North Carolina
$358K -$13.9K -109 -4%
FPS
597
Fieldpoint Private Securities
Connecticut
$357K -$15.8K -125 -4%
CCT
598
Country Club Trust
Missouri
$349K – – –
BEAM
599
Baker Ellis Asset Management
Washington
$347K – – –
MFS
600
McNamara Financial Services
Massachusetts
$347K – – –
22 23
24
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